Latest Institutional Transactions on Affirm Holdings, Inc. (AFRM)
This table provides information on the latest institutional transactions involving Affirm Holdings, Inc. (AFRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
511+ 4.27% |
$33.7K - $40.3K
|
12.5K
$880K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-284- 32.05% |
$18.7K - $22.4K
|
602
$42.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.13K+ 18.83% |
$74.3K - $88.9K
|
7.11K
$501K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
14KNew |
$923K - $1.11M
|
14K
$987K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
37.7KNew |
$2.49M - $2.98M
|
37.7K
$2.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.6K+ 1.0% |
$832K - $996K
|
1.27M
$89.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
13.2KNew |
$874K - $1.05M
|
13.2K
$934K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
8New |
$528 - $632
|
8
$564
|
|
|
Jan 15, 2026
Q4 2025
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-26.4K- 72.52% |
$1.74M - $2.08M
|
10K
$706K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.47K+ 6.56% |
$163K - $195K
|
40.2K
$2.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 5.49% |
$857 - $1.03K
|
250
$17.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-14- 0.39% |
$923 - $1.11K
|
3.61K
$255K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 11.54% |
$198 - $237
|
29
$2.04K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.89KNew |
$190K - $228K
|
2.89K
$203K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 8.02% |
$88.4K - $106K
|
15.4K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
23+ 0.87% |
$1.52K - $1.82K
|
2.68K
$189K
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.53K- 1.97% |
$167K - $200K
|
126K
$8.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
5.03KNew |
$332K - $397K
|
5.03K
$355K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
642+ 22.91% |
$42.3K - $50.7K
|
3.44K
$243K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
358+ 431.33% |
$23.6K - $28.3K
|
441
$31.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 55.81% |
$3.17K - $3.79K
|
134
$9.45K
|
|
|
Jan 13, 2026
Q4 2025
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
BUY
|
- |
86.2KNew |
$5.69M - $6.81M
|
86.2K
$6.08M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.93KNew |
$127K - $153K
|
1.93K
$136K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
729+ 5.81% |
$48.1K - $57.6K
|
13.3K
$936K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 114.29% |
$3.17K - $3.79K
|
90
$6.35K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-40- 0.66% |
$2.64K - $3.16K
|
6.02K
$424K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
46+ 0.99% |
$3.03K - $3.63K
|
4.7K
$331K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
261K+ 121.67% |
$17.2M - $20.6M
|
475K
$33.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
125+ 1785.71% |
$8.25K - $9.87K
|
132
$9.31K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.11K+ 17.58% |
$271K - $324K
|
27.5K
$1.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
952+ 10.41% |
$62.8K - $75.2K
|
10.1K
$712K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.96K- 37.83% |
$261K - $313K
|
6.51K
$459K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 37.74% |
$6.6K - $7.9K
|
165
$11.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-25- 0.59% |
$1.65K - $1.97K
|
4.21K
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-203- 76.03% |
$13.4K - $16K
|
64
$4.51K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24New |
$1.58K - $1.89K
|
24
$1.69K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-567- 10.31% |
$37.4K - $44.8K
|
4.93K
$348K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9+ 26.47% |
$594 - $711
|
43
$3.03K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 28.49% |
$3.5K - $4.18K
|
239
$16.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
104+ 2.12% |
$6.86K - $8.21K
|
5.01K
$353K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-340- 3.95% |
$22.4K - $26.8K
|
8.27K
$583K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-120- 1.65% |
$7.92K - $9.47K
|
7.16K
$505K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
490+ 10.1% |
$32.3K - $38.7K
|
5.34K
$377K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.27KNew |
$209K - $301K
|
3.27K
$230K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-35Closed |
$2.24K - $3.23K
|
0
$0
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
450New |
$28.8K - $41.5K
|
450
$31.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
333+ 7.37% |
$21.3K - $30.7K
|
4.85K
$342K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
424+ 53.07% |
$27.2K - $39.1K
|
1.22K
$86.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-788- 7.59% |
$50.5K - $72.6K
|
9.6K
$677K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
339+ 75.5% |
$21.7K - $31.2K
|
788
$55.6K
|
|